Empirical Wealth Management’s Kansas City Southern KSU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,062
Closed -$287K 544
2021
Q3
$287K Buy
1,062
+48
+5% +$13K 0.02% 383
2021
Q2
$287K Sell
1,014
-316
-24% -$89.4K 0.02% 378
2021
Q1
$351K Buy
1,330
+342
+35% +$90.3K 0.03% 297
2020
Q4
$202K Buy
+988
New +$202K 0.02% 340